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HERONBRIDGE
Heronbridge is a long-only, value-biased equity investment management boutique providing investment management services to Institutional and Charity clients...
Overview
Heronbridge is a long-only, value-biased equity investment management boutique providing investment management services to Institutional and Charity clients in the UK, the US and elsewhere. It is a small, focused, independent firm controlled by its working partners. The firm co-invests alongside clients, caps assets under management, and invests in UK-listed companies larger than 100m based on investment merits rather than index weight, focusing on growing the portfolio's underlying earnings power through in-depth research.
General information
Firm type
RIA
Year founded
2005
Location
Country
United Kingdom
City
Bath
Principals
Alistair Mackenzie
Sector focus
Frequently asked questions
Who runs investment decisions at HERONBRIDGE?
No named investment decision-makers for HERONBRIDGE are available in public records. The firm's principals are not disclosed in corporate filings or media reports.
What is HERONBRIDGE's investment strategy?
HERONBRIDGE has not publicly stated an investment strategy. Without disclosed portfolio holdings or a stated mandate, its allocation approach is unknown.
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